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Ishares Tr broad usd high shares owned by Concord Wealth Partners

Quarter-by-quarter ownership of Ishares Tr broad usd high (USHY) shares owned by Concord Wealth Partners from 13F filings

Historical chart of Concord Wealth Partners investment in Ishares Tr broad usd high

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All positions including Ishares Tr broad usd high held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr broad usd high by Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $188k 5.0k 37.65
2024-06-30 $181k 5.0k 36.28
2024-03-31 $182k 5.0k 36.59
2023-12-31 $18k 499 36.35
2023-09-30 $17k 499 34.71
2023-06-30 $18k 499 35.30
2023-03-31 $18k 499 35.55
2022-12-31 $17k 499 34.53
2022-06-30 $28k 799 35.04
2022-03-31 $31k 799 38.80
2021-12-31 $24k 586 40.96
2021-09-30 $1.0k 36 27.78
2021-06-30 $2.0k 53 37.74
2021-03-31 $3.0k 65 46.15
2020-12-31 $15k 364 41.21